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James Donovan에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 James Donovan 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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AI Isn’t the Future of Accounting, It’s Already Killing Off the Old Way - With Daniel Moshe

34:25
 
공유
 

Manage episode 505666921 series 3589598
James Donovan에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 James Donovan 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

AI isn’t coming for accounting, it’s already here. And it’s quietly rewriting who wins and who falls behind.

In this episode, Daniel Moshe, CEO of TechGuru, breaks down how smart firms are already using AI, cybersecurity, and modern tech stacks to:

• Attract better-fit clients (and actually land them)
• Add capacity without burning out staff
• Win more proposals by proving security and compliance
• Automate the admin, elevate the advisory

You’ll also hear Daniel’s bold predictions for where AI-driven client acquisition is headed and why peer groups and human trust will matter more than ever.

💻 Learn more at: www.techguruit.com
🔗 Connect with Daniel on LinkedIn: linkedin.com/in/danielmoshe

Send us a text

This episode is brought to you by Bill.com

  • Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business—and get that free grill—at bill.com/cfochronicles

    Terms and conditions apply.

Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
Let’s map out your growth plan together → Book your free strategy call

  continue reading

챕터

1. AI's Impact on Accounting Firms (00:00:00)

2. Why Focus on Accounting Technology (00:03:30)

3. Creating Value Through Specialization (00:05:25)

4. Marketing AI Capabilities Effectively (00:11:15)

5. Common Technology Challenges for Firms (00:14:50)

6. Effective Client Acquisition Strategies (00:21:50)

7. AI's Future in Client Acquisition (00:26:54)

8. Human Connection in a Digital World (00:31:49)

9. Final Thoughts and Contact Information (00:34:04)

58 에피소드

Artwork
icon공유
 
Manage episode 505666921 series 3589598
James Donovan에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 James Donovan 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

AI isn’t coming for accounting, it’s already here. And it’s quietly rewriting who wins and who falls behind.

In this episode, Daniel Moshe, CEO of TechGuru, breaks down how smart firms are already using AI, cybersecurity, and modern tech stacks to:

• Attract better-fit clients (and actually land them)
• Add capacity without burning out staff
• Win more proposals by proving security and compliance
• Automate the admin, elevate the advisory

You’ll also hear Daniel’s bold predictions for where AI-driven client acquisition is headed and why peer groups and human trust will matter more than ever.

💻 Learn more at: www.techguruit.com
🔗 Connect with Daniel on LinkedIn: linkedin.com/in/danielmoshe

Send us a text

This episode is brought to you by Bill.com

  • Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business—and get that free grill—at bill.com/cfochronicles

    Terms and conditions apply.

Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
Let’s map out your growth plan together → Book your free strategy call

  continue reading

챕터

1. AI's Impact on Accounting Firms (00:00:00)

2. Why Focus on Accounting Technology (00:03:30)

3. Creating Value Through Specialization (00:05:25)

4. Marketing AI Capabilities Effectively (00:11:15)

5. Common Technology Challenges for Firms (00:14:50)

6. Effective Client Acquisition Strategies (00:21:50)

7. AI's Future in Client Acquisition (00:26:54)

8. Human Connection in a Digital World (00:31:49)

9. Final Thoughts and Contact Information (00:34:04)

58 에피소드

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